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State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF

665 hedge funds and large institutions have $7.46B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 214 increasing their positions, 273 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 7373 (0)

22% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 273

Holders
665
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.77M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
651
Tower View Wealth Management
Wisconsin
$8.17K
OCM
652
Orion Capital Management
California
$6.45K
SPIA
653
Steward Partners Investment Advisory
New York
$5.97K
WWA
654
Wealth Watch Advisors
Colorado
$5.57K
DFA
655
DHJJ Financial Advisors
Illinois
$5.55K
1IA
656
1620 Investment Advisors
Massachusetts
$4.44K
LWMI
657
Legacy Wealth Management (Idaho)
Idaho
$4.36K
SIS
658
Sound Income Strategies
Florida
$4.06K
PWAM
659
Private Wealth Asset Management
Iowa
$3.79K
DWM
660
Darwin Wealth Management
Florida
$2.42K
RF
661
Rossby Financial
Florida
$2.19K
CFD
662
Creative Financial Designs
Indiana
$1.74K
TWC
663
TD Waterhouse Canada
Ontario, Canada
$1.7K
RWA
664
Redmont Wealth Advisors
Illinois
$645
EWM
665
EPG Wealth Management
Georgia
$645
KIA
666
KCM Investment Advisors
California
OFS
667
OneAscent Financial Services
Alabama
NAS
668
NWF Advisory Services
California
SFC
669
Strategic Financial Concepts
Texas
MHS
670
M Holdings Securities
Oregon
RSWM
671
Robertson Stephens Wealth Management
California
YCG
672
Yeomans Consulting Group
Georgia
SIM
673
Stratos Investment Management
Ohio
Envestnet Portfolio Solutions
674
Envestnet Portfolio Solutions
Illinois
SW
675
Simplicity Wealth
New Jersey